Millennials Wanted: Why Aren’t More Young People Becoming Financial Professionals?

Wanted: New Financial Professionals, a Profession with Room to Grow

Fulcrum Partners Executive Benefits News

Wanted: New Financial Professionals, a Profession with Room to Grow According to an article published last month in The Alert Investor, the number of financial professionals in the United States has declined by 39,000 individuals over the past eight years. Clay Skurdal, the founding partner of Advisors Ahead, says that many college programs lack coursework in holistic services, which he describes …

FINRA-Financial-Industry-Regulatory-Authority.

FINRA Regulation and the Cloud

Fulcrum Partners Executive Benefits News

FINRA Regulation and the Cloud FINRA, the Financial Industry Regulatory Authority, deals with the storage of between 50 and 75 BILLION records of information daily. This video explains more about what data the Financial Industry Regulatory Authority stores in the cloud and why. As The Alert Investor, the Financial Industry Regulatory Authority online magazine, points out, “for FINRA, staying on the cutting edge means …

Investment brokers to pay pro athetes arbitration settlement

Investment Brokers to Pay Two Pro Athletes in Arbitration Award

Fulcrum Partners Fulcrum Partners NEWS

Investment Brokers to Pay Two Pro Athletes in Arbitration Award In an update shared by InvestmentNews.com, BusinessInsider.com, and others, two pro athletes have won an $819,000 arbitration award against Morgan Stanley Smith Barney investment brokers. The athletes are Keyon Dooling, a former NBA player and John St. Clair, a former NFL player. InvestmentNews.com wrote: The Financial Industry Regulatory Authority announced on Tuesday that Morgan …